Akshay Patyal
Navi Mumbai
Summary
Dynamic Senior Research Analyst with expertise in financial risk assessment at EVALUESERVE. Proven ability in financial analysis and credit evaluation, enhancing vendor risk ratings. Skilled in data analysis and problem-solving, I excel in generating insightful reports that drive strategic decisions. Passionate about leveraging advanced Excel and analytical skills to deliver impactful results.
Overview
11
11
years of professional experience
Work History
Senior Research Analyst- Financial Risk
EVALUESERVE
05.2021 - Current
- Being part of the suppliers’ risk assessment team for a global investment bank. Responsible for assessing the risk of strategic and critical vendors covering key aspects of financial viability. The role involved analysis of financial statements, data collection and data analysis process, and financial analysis.
- Reaching to multiple vendors for information
- Checking financial information received for completeness, supplementing it with data extracted from public sources and premium databases (CapIQ), ensuring consistency.
- Reviewing the financial statements for revenue performance, stage of the company, ownership, and liquidity
- Calculating financial ratios including liquidity, leverage, and equity ratios
- Analysing risk (Credit, Management, and flagging high-risk suppliers) and determining the risk rating.
- Drafting credit risk assessment reports - insight generation by carrying out analysis using the client’s database and templates.
- Ad hoc queries
Associate Strategist - Corporate Forex & Rates
EDELWEISS SECURITIES LIMITED
08.2019 - 09.2020
- Primarily responsible for Client servicing in the location defined. Work involved advising on FX risk management, i.e., Research, Dealing Desk, Consulting, Hedging & Trading advisory services.
- Managing currency risk in client portfolio
- Recommend individual hedging strategies for clients using Derivatives (Options, Futures, and Forwards) and ensure the implementation of the same.
- Intermediary between the client and bank for the day-to-day dealings and negotiations
- Ensure to increase in the profitability for clients
- Maintaining the MIS for transparency and accountability for the client and the desk
- Conducting training for clients as a part of onboarding for the service using Excel models
- The Company is engaged in providing investment banking and advisory services and holding activities/investments. The Company's segments include Agency business, Capital-based business, and Life Insurance.
Internship
PEPSICO INDIA
05.2018 - 06.2018
- As an Intern, I was involved in the process of preparing Operation Deck MIS. The role involved analysing the commercial cost, improving efficiency, and recommending the viewpoints to the Management.
Associate Finops
ACCENTURE INDIA
08.2014 - 02.2015
- Work involved analysing Client invoicing and receivable transactions for the US healthcare sector. (Blue Cross Blue Shield Association)
Education
CFA Level 1 -
CFA Institute
Charlottesville, Virginia, United States01.2019
MMS-Finance - Finance
N.L. Dalmia Institute of Management Studies & Research
Mumbai01.2019
M.com - Accounting And Finance
IDOL, Kalina
Mumbai01.2015
B.com -
Motilal Jhunjhunwala College, Vashi
Vashi01.2013
H.S.C. -
Motilal Jhunjhunwala College, Vashi
Vashi01.2010
S.S.C. -
Apeejay School, Kharghar
Kharghar01.2008
Skills
- Financial analysis and modelling
- Risk assessment and credit evaluation
- Data analysis and due diligence
- Problem-solving and background checks
- Private equity
- Advanced Excel, S&P CAP IP
Projects Certifications
- The Wall Street School Investment Banking Certification, Performed Company Valuations utilising the Markets Approach (Relative valuations -Trade Comps & Deal Comps) and Income Approach (Future Cash Flows - DCF). Built fully integrated financial projection models, including the ability to run sensitivities within models & worked on Co. Profiles, Sector analysis, etc.
- NISM-Series-XV: Research Analyst Certification Examination, 2024, Hands-on knowledge to use Advance excel, Bloomberg (BESS certificate), CapIQ, and Reuters.
- Zerodha 60 Days Currency Derivative Challenge, Won three consecutive times.
Extracurricular Activities
Secured Top 100 position in Edelweiss Track Investment Contest 2017, All India. Completed CIDCO Navi Mumbai Marathon Half Marathon 2019 and 2020.
Timeline
Senior Research Analyst- Financial Risk
EVALUESERVE
05.2021 - Current
Associate Strategist - Corporate Forex & Rates
EDELWEISS SECURITIES LIMITED
08.2019 - 09.2020
Internship
PEPSICO INDIA
05.2018 - 06.2018
Associate Finops
ACCENTURE INDIA
08.2014 - 02.2015
CFA Level 1 -
CFA Institute
MMS-Finance - Finance
N.L. Dalmia Institute of Management Studies & Research
M.com - Accounting And Finance
IDOL, Kalina
B.com -
Motilal Jhunjhunwala College, Vashi
H.S.C. -
Motilal Jhunjhunwala College, Vashi
S.S.C. -
Apeejay School, Kharghar